THE NEIL AND GINNY GERALD CHARITABLE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE NEIL AND GINNY GERALD CHARITABLE FAMILY FOUNDATION (EIN 02-0762172)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349104616
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T16:44:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020762172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL & GINNY GERALD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 3126508625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 HANSEN BLVD | AddressLine1Txt |
| City | NORTH AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE KIRMACI | PersonNm |
| Person Title | SECOND VICE PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 3126508625 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | KIRMACI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE KIRMACI | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,271,485 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $504,290 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $514,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,963 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,331 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,166 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $201,926 | CashEOYAmt |
| Cash EOYFMV | $201,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $560,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $604,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $997,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $696,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $878,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,271,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $696,999 | CapitalStockBOYAmt |
| Capital Stock EOY | $878,312 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $696,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $878,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $696,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $878,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $696,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $879,189 | SubtotalAmt |
| Other Decreases | $877 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $878,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $26 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19 | CostOrOtherBasisAmt |
| Gain Or Loss | $7 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA HOOFNAGLE | IndividualWithBooksNm |
| Phone | 6309074002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 HANSEN BLVD | AddressLine1Txt |
| City | NORTH AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEIL D GERALD | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN D GERALD | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | SECOND VICE PRESIDENT & CHAIR | 1.00 | $0 | $0 | $0 |
| MATTHEW N GERALD | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | SECOND VICE PRESIDENT & ASSISTANT SECR | 1.00 | $0 | $0 | $0 |
| ROBERT E HAMILTON | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | ASSISTANT SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA A COLLINS | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL HEDBERG | ||||||||
| 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $845,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,096,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,096,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $53,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $171,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,245 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $441,038 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $441,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,389 | ExcessFromYear3Amt |
| Excess From Year2 | $74,642 | ExcessFromYear2Amt |
| Excess From Year1 | $95,762 | ExcessFromYear1Amt |
| Excess From Current Year | $269,245 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL D GERALD | ContributingManagerNm |
| Contributing Manager | JOHN D GERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SPECIAL PLACE | |||||||
| 3608 JUBILANT CT | NAPERVILLE | IL | 60564 | NONE | PC | ALADDIN PAYBOOK DONATION | $500 |
| ARRANMORE ARTS | |||||||
| 1203 COLLEGE ROAD | NAPERVILLE | IL | 60540 | NONE | PC | DONATION | $3,500 |
| CITIZENS APPRECIATE PUBLIC SAFETY | |||||||
| 1380 AURORA AVENUE | NAPERVILLE | IL | 60540 | NONE | PC | CORPORATE SPONSORSHIP - OFFICER LEVEL | $1,000 |
| CASA KANE COUNTY | |||||||
| 100 S THIRD STREET SUITE 460 | GENEVA | IL | 60134 | NONE | PC | COAT CHECK SPONSOR AT FUNDRAISING EVENT | $500 |
| CASA KANE COUNTY | |||||||
| 100 S THIRD STREET SUITE 460 | GENEVA | IL | 60134 | NONE | PC | HOLE SIGN SPONSOR AT FUNDRAISING EVENT | $300 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHASDA | MD | 20814 | NONE | PC | BACON SPONSORSHIP FOR BOURBON & BACON FUNDRAISER | $1,000 |
| EDWARD FOUNDATION | |||||||
| 801 S WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | PC | HIO SPONSORSHIP FOR FUNDRAISING GOLF OUTING | $2,500 |
| FAMILIES HELPING FAMILIESBRIDGE COMMUNITITIES INC | |||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | NONE | PC | COAT CHECK SPONSOR AT FUNDRAISING EVENT | $4,240 |
| FEED MY STARVING CHILDREN | |||||||
| 740 WILLEY FARM CT | SCHAUMBURG | IL | 60173 | NONE | PC | 2023 SPONSORSHIP FOR MOBILE PACK | $20,000 |
| FRIENDS OF YOUTH BASEBALL OF RICHTON PARK | |||||||
| PO BOX 61 | RICHTON PARK | IL | 60540 | NONE | PC | SPONSORSHIP | $2,500 |
| GIANT STEPS | |||||||
| 2500 CABOT DRIVE | LISLE | IL | 60532 | NONE | PC | HIO SPONSORSHIP FOR FUNDRAISER | $1,000 |
| MATTESON YOUTH ATHLETIC ASSOCIATION | |||||||
| PO BOX 196 | MATTESON | IL | 60443 | NONE | PC | PLATINUM ELITE SPONSORSHIP | $4,500 |
| NAPERVILLE EDUCATION FOUNDATION | |||||||
| 203 W HILLSIDE ROAD | NAPERVILLE | IL | 605406589 | NONE | PC | BUILDING A PASSION GOLD KEY SPONSORSHIP | $1,000 |
| NAPERVILLE RESPONDS FOR VETERANS | |||||||
| 210 S WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | PC | CHEERS FREEDOM SPONSORSHIP | $500 |
| NAPERVILLE RESPONDS FOR VETERANS | |||||||
| 210 S WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | PC | MAIN STAGE PRESENTING SPONSORSHIP FOR THE NAPERVILLE SALUTE | $12,500 |
| NAPERVILLE SUNRISE FOUNDATION | |||||||
| PO BOX 5586 | NAPERVILLE | IL | 60540 | NONE | PC | SPONSORSHIP FOR 2023 ROTARY NAPERLIGHTS | $5,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 NORTH FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | NONE | PC | SUSTAINING PARTNER FOR 5K WALK FUNDRAISER | $5,000 |
| ONE WORLD SURGERY | |||||||
| 510 LAKE COOK ROAD | DEERFIELD | IL | 60542 | NONE | PC | HOLE SPONSORSHIP FOR FUNDRAISING GOLF OUTING | $1,500 |
| PET PARADE CHARITIES | |||||||
| 53 S LA GRANGE ROAD | LA GRANGE | IL | 60525 | NONE | PC | PREMIER ACT SPONSORSHIP | $2,500 |
| SAINTS PETER & PAUL CATHOLIC CHURCH | |||||||
| 36 N ELLSWORTH STREET | NAPERVILLE | IL | 60540 | NONE | PC | DONATION TO SUPPORT LOCAL CHURCH | $1,000 |
| SUGAR GROVE CORN BOIL NFP | |||||||
| POBOX 225 | SUGARGROVE | IL | 60554 | NONE | PC | CORN ON THE COB SPONSORSHIP FOR LOCAL FUNDRAISING FESTIVAL | $2,000 |
| THE ANDREW WEISHAR FOUNDATION | |||||||
| 1245 SMICHIGAN AVENUE SUITE 154 | CHICAGO | IL | 60605 | NONE | PC | DONATION | $2,500 |
| THE HOPE CENTER | |||||||
| 23213 W MILLER ROAD | LAKE ZURICH | IL | 60047 | NONE | PC | DONATION TO CHARITY | $10,000 |
| TURNING POINTE AUTISM FOUNDATION | |||||||
| 1500 W OGDEN AVE | NAPERVILLE | IL | 60540 | NONE | PC | 2023 PUMPKIN RACE SPONSORSHIP | $2,500 |
| TURNING POINTE AUTISM FOUNDATION | |||||||
| 1500 W OGDEN AVE | NAPERVILLE | IL | 60540 | NONE | PC | 2023 TEST DRIVES FOR AUTISM | $5,000 |
| VIOLET FOUNDATION FOR PEDIATRIC BRAIN CANCER | |||||||
| 6060 SOUTH LA GRANGE ROAD | COUNTRYSIDE | IL | 60525 | NONE | PC | DONATION TO FUND PEDIATRIC BRAIN CANCER RESEARCH | $10,000 |
| NATIONAL INSTITUTE FOR COMMUNITY | |||||||
| 175 HIGHPOINT DR | ROMEOVILLE | IL | 60446 | NONE | PC | GENERAL SUPPORT | $213,508 |
| BOBBY JONES CHIARI SYRINGOMYELIA FOUNDATION | |||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,048 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,963 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NEIL GERALD | ||||||
| 1 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $113,124 | Yes (X) |
| GERALD NISSAN NAPERVILLE | ||||||
| 2 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $65,105 | Yes (X) |
| GERALD SUBARU OF NAPERVILLE | ||||||
| 3 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $8,676 | Yes (X) |
| GERALD HYUNDAI | ||||||
| 4 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $67,330 | Yes (X) |
| GERALD KIA OF NAPERVILLE | ||||||
| 5 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $64,830 | Yes (X) |
| GERALD KIA OF NORTH AURORA | ||||||
| 6 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $67,605 | Yes (X) |
| GERALD NISSAN OF NORTH AURORA | ||||||
| 7 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $67,605 | Yes (X) |
| GERALD FORD | ||||||
| 8 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $6,061 | Yes (X) |
| GERALD HONDA | ||||||
| 9 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $10,676 | Yes (X) |
| GERALD TOYOTA | ||||||
| 10 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $10,926 | Yes (X) |
| GERALD SUBARU OF NORTH AURORA | ||||||
| 11 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $11,176 | Yes (X) |
| GERALD HONDA OF COUNTRYSIDE | ||||||
| 12 | 1210 E OGDEN AVENUE | NAPERVILLE | IL | 60563 | $11,176 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,331 | Amt |
| Net Investment Income | $2,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,165 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK - INCOME STRATEGY | StockNm |
| EOY Book Value | $604,569 | EOYBookValueAmt |
| EOYFMV | $997,742 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF INVESTMENT COST BASIS | Desc |
| Amt | $877 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $212 | $212 | $0 | $0 |
| MANAGEMENT FEES | $6,440 | $6,440 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $32 | Amt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |